Create a Producer

Follow the process outlined below to create a new producer contact.

Create a Producer Process

1
Enter Producer Information
2
Configure User-Defined Information
3
Add Contacts
4
Specify Contact User-Defined Data
5
Define Standard Requirements
6
Define Custom Requirements
7
Create the Producer Profile
8
Add the Commission Address
9
Add Insurance License
10
Add Carrier Appointment
11
Add to a List
12
Add to a Group